Hood River Capital Management LLC — 13F Holdings & Portfolio
CIK 1578177 · latest 13F-HR filed 2026-05-15
Hood River Capital Management LLC manages $9.98B in 13F-reported U.S. long-equity assets across 170 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are APLD (5.49%), MTZ (4.18%), FIX (3.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 31 new positions, exited 39, added to 80, and trimmed 36.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$9.98B
Long-equity book
170
Distinct positions
2026-03-31
Filed 2026-05-15
+31 / −39 / ↑80 / ↓36
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIGITALOCEAN HOLDINGS INC$244.4M +446.2%
- COMFORT SYSTEMS USA INC$114.4M +49.9%
- BABCOCK & WILCOX ENTERPR$102.9M +152.5%
- MASTEC INC$94.3M +29.2%
- LUMENTUM HOLDINGS INC$82.0M +73.4%
Top Trims
- ONDAS INC-$76.6M -45.2%
- CELSIUS HOLDINGS INC-$61.7M -55.9%
- PEGASYTEMS INC-$53.3M -56.2%
- DAVE INC-$47.6M -19.3%
- ACI WORLDWIDE INC-$47.1M -32.4%
New Positions
- CAVA GROUP INC$95.4M
- PROTAGONIST THE$87.4M
- USA RARE EARTH INC$79.4M
- ARROWHEAD PHARMACEUTICALS IN$66.2M
- KIRBY CORP$61.7M
Exited Positions
- CIENA CORP$106.1M
- CLEARWATER ANALYTICS HDS-A$103.8M
- GLOBALSTAR$75.6M
- REVOLUTION MEDICINES INC$75.3M
- EAST WEST BANCORP INC$71.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | APLD | 038169207 | $547.8M | 5.49% | 23,075,612 | SH |
| 2 | MASTEC INC | MTZ | 576323109 | $416.8M | 4.18% | 1,295,385 | SH |
| 3 | COMFORT SYSTEMS USA INC | FIX | 199908104 | $343.9M | 3.45% | 249,385 | SH |
| 4 | DIGITALOCEAN HOLDINGS INC | DOCN | 25402D102 | $299.1M | 3.00% | 3,487,118 | SH |
| 5 | XPO INC | XPO | 983793100 | $225.6M | 2.26% | 1,159,830 | SH |
| 6 | BLOOM ENERGY CORP- A | BE | 093712107 | $213.6M | 2.14% | 1,576,258 | SH |
| 7 | FIRSTCASH HOLDINGS INC | FCFS | 33768G107 | $213.2M | 2.14% | 1,133,915 | SH |
| 8 | DAVE INC | DAVE | 23834J201 | $199.5M | 2.00% | 1,145,901 | SH |
| 9 | LUMENTUM HOLDINGS INC | LITE | 55024U109 | $193.7M | 1.94% | 275,623 | SH |
| 10 | KRATOS DEFENSE & SECURITY | KTOS | 50077B207 | $191.4M | 1.92% | 2,714,571 | SH |
| 11 | SEMTECH CORP | SMTC | 816850101 | $175.9M | 1.76% | 2,287,529 | SH |
| 12 | BABCOCK & WILCOX ENTERPR | BW | 05614L209 | $170.5M | 1.71% | 11,603,688 | SH |
| 13 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $160.1M | 1.60% | 619,586 | SH |
| 14 | QXO INC | QXO | 82846H405 | $158.0M | 1.58% | 8,136,061 | SH |
| 15 | KNIGHT-SWIFT TRANSPORTATION | KNX | 499049104 | $154.1M | 1.54% | 2,676,956 | SH |
| 16 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $130.6M | 1.31% | 249,511 | SH |
| 17 | GUARDANT HEALTH INC | GH | 40131M109 | $121.0M | 1.21% | 1,310,065 | SH |
| 18 | CUSTOMERS BANCO | CUBI | 23204G100 | $120.2M | 1.20% | 1,731,310 | SH |
| 19 | LATTICE SEMICONDUCTOR CORP | LSCC | 518415104 | $119.9M | 1.20% | 1,293,092 | SH |
| 20 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $115.5M | 1.16% | 358,618 | SH |
| 21 | PTC THERAPEUTICS INC | PTCT | 69366J200 | $113.4M | 1.14% | 1,664,559 | SH |
| 22 | INSMED INC | INSM | 457669307 | $112.6M | 1.13% | 688,554 | SH |
| 23 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $107.9M | 1.08% | 1,275,519 | SH |
| 24 | ALIGNMENT HEALTHCARE INC | ALHC | 01625V104 | $106.7M | 1.07% | 6,054,477 | SH |
| 25 | GRANITE CONSTRUCTION INC | GVA | 387328107 | $106.6M | 1.07% | 889,492 | SH |
| 26 | KARMAN HOLDINGS INC | KRMN | 485924104 | $103.2M | 1.03% | 1,288,784 | SH |
| 27 | SCHOLAR ROCK HOLDING CORP | SRRK | 80706P103 | $100.8M | 1.01% | 2,049,679 | SH |
| 28 | ENSIGN GROUP INC/THE | ENSG | 29358P101 | $98.8M | 0.99% | 490,426 | SH |
| 29 | OSI SYSTEMS INC | OSIS | 671044105 | $98.8M | 0.99% | 372,074 | SH |
| 30 | UNITY SOFTWARE INC | U | 91332U101 | $98.6M | 0.99% | 4,493,753 | SH |
| 31 | ACI WORLDWIDE INC | ACIW | 004498101 | $98.1M | 0.98% | 2,391,319 | SH |
| 32 | HCI GROUP INC | HCI | 40416E103 | $96.4M | 0.97% | 623,801 | SH |
| 33 | CAVA GROUP INC | CAVA | 148929102 | $95.4M | 0.96% | 1,179,441 | SH |
| 34 | API GROUP CORP | APG | 00187Y100 | $95.1M | 0.95% | 2,346,561 | SH |
| 35 | DENISON MINES CORP | DNN | 248356107 | $94.7M | 0.95% | 26,829,391 | SH |
| 36 | BRIDGEBIO PHARMA INC | BBIO | 10806X102 | $93.9M | 0.94% | 1,265,080 | SH |
| 37 | ONDAS INC | ONDS | 68236H204 | $92.8M | 0.93% | 10,261,811 | SH |
| 38 | ATRICURE INC | ATRC | 04963C209 | $88.9M | 0.89% | 3,117,545 | SH |
| 39 | PROTAGONIST THE | PTGX | 74366E102 | $87.4M | 0.88% | 829,285 | SH |
| 40 | HUT 8 CORP | HUT | 44812J104 | $86.5M | 0.87% | 1,843,582 | SH |
| 41 | ESCO TECHNOLOGIES INC | ESE | 296315104 | $85.6M | 0.86% | 304,140 | SH |
| 42 | OLLIES BARGAIN OUTLET HLDG INC | OLLI | 681116109 | $80.4M | 0.81% | 873,922 | SH |
| 43 | RUSH STREET INTERACTIVE INC | RSI | 782011100 | $79.4M | 0.80% | 3,651,237 | SH |
| 44 | USA RARE EARTH INC | USAR | 91733P107 | $79.4M | 0.80% | 4,242,941 | SH |
| 45 | RADNET INC | RDNT | 750491102 | $78.9M | 0.79% | 1,411,497 | SH |
| 46 | SIGNET JEWELERS LTD | SIG | G81276100 | $71.9M | 0.72% | 849,167 | SH |
| 47 | LIFE TIME GROUP HOLDINGS INC | LTH | 53190C102 | $70.7M | 0.71% | 2,624,490 | SH |
| 48 | SITIME CORP | SITM | 82982T106 | $70.0M | 0.70% | 202,750 | SH |
| 49 | TRANSMEDICS GROUP INC | TMDX | 89377M109 | $69.6M | 0.70% | 699,770 | SH |
| 50 | WESBANCO INC | WSBC | 950810101 | $69.5M | 0.70% | 2,013,953 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $9.98B | 170 | 0001214659-26-006258 |
| 2025-12-31 | 2026-02-17 | $9.12B | 175 | 0001214659-26-001836 |
| 2025-09-30 | 2025-11-14 | $8.47B | 156 | 0001214659-25-016490 |